Sales and customersSalesforce
Salesforce with Website: your CRM data, on the right pages
What you can do
Product and client pages
The AI reads the products, price books or accounts you point to and builds a catalog or a clients section from them.
Answers about your sales
Ask which industries you win most or which products sell best and the AI answers from Salesforce. This data stays private.
Leads and tasks after you confirm
Ask the AI to add a lead, update an opportunity or create a task. You see it in a card in the chat and nothing changes until you click Confirm.
What you can ask the AI
Examples to type in the chat once the app is connected to your website.
Build a Products page from the active products in our Salesforce standard price book.
Which industries brought us the most closed won opportunities this year?
Add a lead in Salesforce for Drita Berisha from Prishtina Dental, who asked about our annual plan.
How to connect it
- 1
Step 1
Open Integrations
In Studio, open Integrations in the website where you want to use Salesforce and find it in the Browse tab.
- 2
Step 2
Click Connect
Click Connect, sign in to your Salesforce account in the window that opens and approve access. The connection applies to this website only.
- 3
Step 3
Ask the AI
In the chat, say what you need from Salesforce. The AI reads what it needs and asks for your confirmation before any action in the app.
You stay in control
The AI reads your data directly when it needs it, but anything that sends, changes or deletes something in the app waits until you confirm it in the chat. Your data stays private and never shows up on your website unless you ask for it.
Frequently asked questions
Each Salesforce org has its own address, so the connect screen asks for your subdomain (the part before .my.salesforce.com). That way the connection reaches your org.
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